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Hall Laurie J Trustee 13F Filings, Portfolio & Analysis

CIK: 0001388382
Boston Goulston & Storrs, Pc One Post Office Square
Zip Code: 02109
Latest Portfolio Value
$283.36 M
-5.84%
Total Holdings
104
-4
Latest Report Date
Q1 2026
Top 10 Concentration
38.26%

Hall Laurie J Trustee — Portfolio Overview & Company Profile

Hall Laurie J Trustee (CIK: 0001388382) is a financial institution headquartered at Goulston & Storrs, Pc, One Post Office Square, Boston, Massachusetts 02109. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $283.36 M, comprising 104 distinct securities. Over its filing history, it has submitted 50 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 38.3%. Quarterly turnover: 1.2%. ▲ 3 new, +19 added, −40 reduced, ×6 exited.

Portfolio Summary (Q1 2026)

Top Sells

Q1 2026

Asset Allocation

Stocks/ETFs
-5.73%
$278.74 M 98.37%
Options
$0 0.00%
Debt
$0 0.00%
Other
-11.81%
$4.62 M 1.63%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Name Shares Market Value Weight Change Activity
53,530 $19.82 M 6.99% ▼ 645 Reduce -1.2%
55,908 $14.19 M 5.01% ▼ 1,628 Reduce -2.8%
33,133 $11.32 M 4.00% ▼ 1,390 Reduce -4.0%
38,222 $10.96 M 3.87% ▼ 1,190 Reduce -3.0%
53,480 $9.33 M 3.29% ▲ 121 Add 0.2%
27,058 $8.89 M 3.14% ▼ 619 Reduce -2.2%
26,620 $8.54 M 3.01%
51,919 $8.29 M 2.93% ▲ 25 Add 0.1%
53,723 $7.76 M 2.74% ▼ 60 Reduce -0.1%
59,810 $7.56 M 2.67% ▼ 5,155 Reduce -7.9%

Historical Portfolio Charts